PDLA allows sponsors to communicate with members who need to choose retirement savings investments
Clients to gain insights on plan member behaviour
Group plan has more than $87 million in assets under management
Industry needs to do a better job of educating workers about this benefit, Sun Life says
Tools assist group plan members in projecting retirement income
Industrial Alliance Insurance and Financial Services today announced the introduction of new life cycle funds for the members of its group retirement plans. Attitude portfolios stand out from the majority of comparable products offered on the market by combining two essential factors in investment: the investment horizon and the investor profile.“For several years, professionals in […]
Manulife Financial Corp. will introduce a Member Progress Report to members of group retirement savings plans across Canada, starting in July.The statement is another addition to the services Group Savings and Retirement Solutions (GSRS) provides for plan sponsors and their members.The first page of the Member Progress Report displays the information members value most: current […]
TRACE Lifecycle Environment
More than half of eligible workers miss out on employer-sponsored group RRSPs
New product combines the benefits of target-year and lifecycle funds